DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V732. A total of 91 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,883,091 | +22.9% | 145,271 | +17.2% | 0.95% | +15.8% |
| Q1 2024 | $3,159,463 | +46.8% | 123,949 | +43.8% | 0.82% | +27.4% |
| Q4 2023 | $2,151,768 | +33.2% | 86,209 | +24.4% | 0.65% | +10.8% |
| Q3 2023 | $1,615,395 | -1.3% | 69,301 | +1.9% | 0.58% | -0.3% |
| Q2 2023 | $1,636,246 | -0.2% | 68,035 | -2.1% | 0.58% | -3.9% |
| Q1 2023 | $1,639,139 | +17.4% | 69,484 | +11.8% | 0.61% | +7.8% |
| Q4 2022 | $1,395,829 | -25.7% | 62,147 | -32.4% | 0.56% | -31.0% |
| Q3 2022 | $1,879,000 | +41.6% | 91,945 | +63.0% | 0.82% | +43.9% |
| Q2 2022 | $1,327,000 | – | 56,398 | – | 0.57% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Miramar Fiduciary Corp | 1,232,345 | $30,759,331 | 24.14% |
| Your Advocates Ltd., LLP | 1,131,542 | $28,243,288 | 11.37% |
| CAPSTONE CAPITAL LLC | 447,556 | $11,170,998 | 10.99% |
| EnRich Financial Partners LLC | 983,200 | $24,540,678 | 10.24% |
| GREAT OAK CAPITAL PARTNERS, LLC | 708,208 | $17,676,867 | 9.44% |
| Kooman & Associates | 795,742 | $19,861,720 | 8.89% |
| Seaside Wealth Management, Inc. | 729,896 | $18,218,216 | 8.33% |
| Oakwell Private Wealth Management, LLC | 947,514 | $23,649,946 | 8.26% |
| Parcion Private Wealth LLC | 3,354,316 | $83,723,725 | 7.66% |
| Forum Financial Management, LP | 15,560,532 | $388,390,871 | 7.32% |